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MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,364
New
Increased
Reduced
Closed

Top Buys

1
+$44.7M
2
+$20.4M
3
+$9.45M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.72M
5
GLD icon
SPDR Gold Trust
GLD
+$7.81M

Top Sells

1
+$19.3M
2
+$16.5M
3
+$15.3M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$15.1M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$9.56M

Sector Composition

1 Technology 5.22%
2 Consumer Staples 4.96%
3 Healthcare 4.46%
4 Communication Services 4.34%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3951
$0 ﹤0.01%
+35
3952
$0 ﹤0.01%
87
3953
$0 ﹤0.01%
16
3954
$0 ﹤0.01%
5
3955
– –
-1,238
3956
$0 ﹤0.01%
+10
3957
$0 ﹤0.01%
1,161
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3958
$0 ﹤0.01%
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3959
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1
3960
$0 ﹤0.01%
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3961
$0 ﹤0.01%
40
3962
$0 ﹤0.01%
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3963
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3964
$0 ﹤0.01%
15
3965
$0 ﹤0.01%
186
3966
$0 ﹤0.01%
+100
3967
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3968
– –
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3969
$0 ﹤0.01%
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3970
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3971
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3972
$0 ﹤0.01%
20
3973
$0 ﹤0.01%
+7
3974
$0 ﹤0.01%
13
3975
– –
-111
157 158
159
160 161